Onboarding/Orientation Meeting

Bring new board members up to speed as quickly as possible with this onboarding meeting template.

Use Template
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Date: 06/09/2023

Time: 7:00PM - 8:30PM

Location: Virtual Meeting


Add a short description to welcome the attendees and introduce the topics.


  • Organization History

  • Board Role and Responsibilities

  • Organization Bylaws

  • Financial Review

  • Board Roster

    • Members

    • Leaders

    • Committees

  • Event Calendar

The onboarding meeting is the most critical meeting for new board members, as it sets the foundation for their time on the board. The objective of an effective board member onboarding session is to ensure that new members are aware of the organization's mission, goals, and structure. It should also provide a clear understanding of specific responsibilities of board members in terms of time commitment, governance issues, and other areas relevant to their positions.

Use this onboarding agenda template to set the stage for a successful board term.

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